• 4 min
How to Manage Your Contacts and Groups in Carly
Add contacts, save relationships, and create groups in Carly so scheduling with your regular people is instant. Step-by-step guide with examples.
Contacts
4 posts
• 5 min
How to Set Up Carly as Your Lightweight CRM
Track contacts, add custom fields, and set up Skills to automatically update information. Here's how to use Carly as a simple CRM.
How to Export Contacts From Any CRM (CSV & Excel)
Step-by-step instructions for exporting your contacts as CSV or Excel files from Salesforce, HubSpot, Zoho, Pipedrive, Attio, Monday.com, Freshsales, Oracle, Copper, and Close.
Why We Built a CRM Into Carly
Carly now has a built-in CRM — AI-powered, works alongside your existing tools, and keeps your contacts updated without the busywork. Here's why we built it.